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David James Schultz

JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC·KALISPELL, Montana
Clean recordJORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
2 SUNSET PLAZA, KALISPELL, MT 59901-1600CRD# 4561789Firm CRD# 118867

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David James Schultz · KALISPELL, MT
Registration
CRD #4561789 · JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David James Schultz is a registered financial advisor based in KALISPELL, Montana, affiliated with JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4561789
Firm CRD# 118867
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David James Schultz offer?
David James Schultz specializes in Financial Planning, Investment Management. Contact their office in KALISPELL, Montana for a consultation.
What are David James Schultz's credentials?
David James Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Schultz located?
David James Schultz is based in KALISPELL, Montana, working with JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the KALISPELL metropolitan area and surrounding communities.
How does David James Schultz charge for services?
David James Schultz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC?
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC

David Charles Hergesheimer
KALISPELL, MT
Donald Evan Kisler
KALISPELL, MT
John Michael Knopik
KALISPELL, MT
Justin Patrick Sliter
KALISPELL, MT

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Research
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